Notícias

Hedge fund Appaloosa, run by billionaire David Tepper, took an axe to many of its stock holdings in the first quarter of the year.

The indexes were little changed for the week after Friday's slide on surging yields. Small caps sold off. Nvidia and Walmart earnings loom.

Optical networking is becoming increasingly relevant, and Marvell has revised its interconnects growth expectations to 50% for FY27.

Even without China, Nvidia and Sandisk are selling chips as fast as they can manufacture them.

The market’s appetite for memory chip makers is feverish, but this subset of the semiconductor industry might be looking a bit too hot. Memory companies have been the latest beneficiaries of the artificial-intelligence investing craze, a boom that has lifted the entire semiconductor sector. The reason is its focus on memory chips and its heavy concentration on three companies in particular: Micron Technology and South Korea’s SK Hynix and Samsung Electronics.

Japanese memory supplier Kioxia announces plans to list American depositary receipts on a U.S. stock exchange.

SNDK rides on booming AI-driven data center demand as enterprise SSD sales surge and new QLC Stargate solutions fuel growth.

Silicon Motion Technology is a vital part of the AI build-out that is starting to get some attention.

MU and SNDK are surging as AI-driven demand for HBM, DRAM and SSD storage tightens supply across the memory market.

Value investors don't have to be left out of the AI Revolution. These companies have cheap valuations.

Look beyond NVIDIA with Willdan Group, Duos Technologies, and Innodata.

Profits are still surging at Sandisk, but investors seem worried the stock price has already peaked.

BXDC starts trading on May 14.

The Nasdaq Composite (^IXIC) leads Wednesday's stock gains alongside the S&P 500 (^GSPC), the former ending the trading day 1.2% higher as the sector rallied. IDX Advisors CIO Ben McMillan comes on Market Domination Overtime to explain the demand for photonics technology — or the use of laser and light to transmit data — that could be the next phase of the AI Revolution.

Highly profitable AI stocks with surging demand are within reach.

A few lesser-known artificial intelligence stocks are worth considering this month.

Memory stocks have skyrocketed. Can the rally keep going?

Memory was the first major AI bottleneck, as seen in explosive moves in Micron Technology Inc. (NASDAQ:MU) and SanDisk Corp. (NASDAQ:SNDK). Photonics could be the next one, and a new exchange-traded fund just opened for business to play it. The Corgi Lithography & Semiconductor Photonics ETF (CBOE: EUV) launched on May 6 as the first U.S.-listed fund built around the photonics theme. It holds $18.4 million in assets so far, a fraction of the nearly $7 billion that flooded into the Roundhill Memo

The semiconductor sector has entered territory the Wall Street Journal is now calling “the great chip stock melt-up of 2026.” By every objective measure of raw price performance, this rally has surpassed the 1999 dot-com bubble. The Morning Brew Daily podcast episode on Monday, May 11, laid out the bull and bear case for the ... SanDisk Up 558% This Year as Chip Stocks Outpace the 1999 Dot-Com Bubble

Editor’s note: The article has been corrected to reflect the correct share price of Sandisk shares. Sandisk Corporation (NASDAQ:SNDK) shares are down by about 3% at last check on Wednesday amid fresh reports that President Donald Trump will discuss AI-chip policy with President Xi Jinping. China accounted for 28% of SanDisk’s fiscal 2025 revenue, according to an annual regulatory filing. The country accounted for 38% of its revenue in fiscal 2024 and 2023. SanDisk built a global reputation as a

Yahoo Finance Senior Business Reporter Ines Ferré and Northwestern Mutual Wealth Management Company CIO Brent Schutte join Brian Sozzi on Opening Bid to discuss today’s Stock of the Day: Micron (MU).

Dow futures fell but Nvidia, Sandisk, Micron and Intel buoyed techs as the Trump-Xi summit looms. Nextpower, Nebius are big earnings winners.

Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday’s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap

Micron Technology stock and Sandisk were gaining early Wednesday. Labor unrest at Samsung Electronics could intensify the memory-chip supply crunch. Micron shares were up 6.2% in premarket trading, and Sandisk stock was rising 5.2%.

June S&P 500 E-Mini futures (ESM26) are up +0.25%, and June Nasdaq 100 E-Mini futures (NQM26) are up +0.79% this morning, buoyed by gains in technology stocks, while investors gear up for crucial U.S. producer inflation data and the highly anticipated Trump-Xi summit.

The stars are aligning for one of the stock market's hottest artificial intelligence (AI) companies to declare a mammoth stock split.

Semis took a breather, and so did stocks. A reversal for the semiconductor sector brought the market to a standstill. The S&P 500 fell 0.2%, and the Nasdaq composite dropped 0.7%. The Dow Jones Industrial Average added just 56 points, or 0.

Major U.S. indices closed Tuesday on a mixed note, with the Dow Jones Industrial Average gaining 0.11% to 49,760.55. Meanwhile, the S&P 500 slipped 0.16% to 7,400.96 and the Nasdaq dropped 0.71% to 26,088.20. These are the top stocks that gained the attention of retail traders and investors through the day: Oklo Inc. (NYSE:OKLO) Oklo shares fell 5.76% to close at $73.63, with an intraday high of $76.68 and a low of $70.30. In the after-hours trading, the stock fell 2.89% to $71.50. Oklo reported

Earlier on May 12, I wrote about SanDisk (SNDK) hitting 80 relative strength index, or RSI, one of the most extreme overbought readings in the stock market. The AI memory trade, I noted, was running at a pace that rarely ends quietly. Then Micron (MU) showed up with its own flashing signal too. ...

The Nasdaq fell as AI and chip stocks retreated, but they came off lows. Investors need sell rules for big AI winners such as Sandisk, Micron and Intel.